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ISMF vs BITC

iShares Managed Futures Active ETF vs Bitwise Trendwise Bitcoin and Treasuries Rotation Strategy ETF

ISMF

iShares Managed Futures Active ETF

Annual cost

0.80%

Fund size

$59M

BITC

Bitwise Trendwise Bitcoin and Treasuries Rotation Strategy ETF

Annual cost

0.88%

Fund size

$16M

Key differences

ISMF is an alternative ETF, while BITC is a fixed income ETF. ISMF charges 0.80% a year and BITC 0.88%.

  • ISMF is an alternative fund, while BITC is a fixed income fund. They carry different risk/return profiles.
  • ISMF follows a managed futures strategy; BITC uses systematic alpha.
  • ISMF costs 0.08% less per year.
  • ISMF is much larger than BITC. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

ISMFBITC
Annual cost (TER)0.80%0.88%
Fund size (AUM)$59M$16M
Since20252023
Dividend yield2.49%3.14%
Asset classalternativefixed income
Regionglobalglobal
Strategymanaged futuressystematic alpha
CAGR 1Y+20.7%-15.1%
CAGR 3YN/A+36.7%
CAGR 5YN/AN/A
Sharpe 3YN/A0.86
Volatility 1Y7.99%25.54%
Max drawdown-4.23%-31.89%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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